Finance | base
SME software prices: what solutions cost in Switzerland
What do HR, accounting, CRM, documents and QMS cost over 3 years? Recalculated for 15 to 250 employees, with a list of add-on modules.
Practical knowledge for Swiss SMEs
: Advice
Practical guides for working with : clear explanations, examples and checklists for Swiss SMEs.
- GuidesStep by step through the apps, sorted into chapters.155 guides
- Frequently asked questionsShort answers, grouped by app.14 questions
Articles on this topic
Articles found: 25
Finance | base
Create a QR-bill: a guide for SMEs
Create a Swiss QR-bill: QR-IBAN, reference, payment section and reconciliation, with a practical example and checklist.
Finance | base
Write a payment reminder: stages, deadlines and interest
How to write a payment reminder: default under Swiss law, three stages, deadlines, interest, reminder fees and debt enforcement, with an example.
Finance | base
Write a quote: structure, binding effect and acceptance
Write a quote that leads to an order: essential content, validity and binding effect under Swiss law, fixed or estimated prices and acceptance.
Finance | base
Swiss VAT return: step by step
The Swiss VAT return explained: periods, 60-day deadline, form boxes and submission in the FTA portal, with a worked example and checklist.
Finance | base
VAT net tax rate: comparison with the effective method
VAT net tax rate or effective method? Eligibility, rates, applications and switching, with a worked example to help you choose for your SME.
Finance | base
VAT cash basis or accrual basis?
VAT cash basis or accrual basis: when tax arises, how to apply and what switching means, with a worked example.
Finance | base
Input tax deduction and VAT correction returns
Input tax deduction under Art. 28 of the VAT Act and correction returns under Art. 72: when to deduct, reduce and correct errors on time.
Finance | base
Bookkeeping obligations for SMEs: what you need to know
SME bookkeeping obligations under Art. 957–958f CO: who needs double-entry or simple books, how to keep records and how long to retain vouchers.
Finance | base
Income-and-expense accounting or double-entry bookkeeping?
Income-and-expense accounting or double-entry bookkeeping: what Art. 957 CO requires and when to switch, with a practical example and checklist.
Finance | base
SME chart of accounts: structure and setup
SME chart of accounts: account classes, Art. 959a/959b CO, creating, importing and deactivating accounts, with an example and checklist.
Finance | base
Digitise incoming invoices: process and duties
Digitise incoming invoices: read QR codes, check posting proposals, avoid duplicates and retain records under Swiss accounting law.
Finance | base
pain.001 payment file: pay suppliers safely
Understand the pain.001 payment file: build payment runs, approve invoices, apply dual control and avoid duplicate payments, with an example.
Finance | base
Bank reconciliation with camt files: a guide for SMEs
Bank reconciliation with camt files: understand camt.053 and camt.054, match payments by reference and use bank rules, with an example.
Finance | base
Accounts receivable: control your open items
Accounts receivable for SMEs: manage open items, read ageing reports, use customer statements and monitor Swiss limitation periods.
Finance | base
Recurring invoices: automate subscription billing
Recurring invoices for subscriptions, maintenance and rent: intervals, lead time, due dates, VAT service periods and plan changes.
Finance | base
Create a final invoice: deposits and partial invoices
Final invoice, partial invoice and deposit: Swiss due-date rules, when VAT arises and how to deduct deposits correctly.
Finance | base
Expense claims in SMEs: rules and process
Expense claims in SMEs: Swiss reimbursement duties, receipts, expense policies, allowances and input VAT, with an example and checklist.
Finance | base
Stock management: control inventory in SMEs
Stock management for SMEs: reorder points, target stock, Swiss valuation rules, ABC analysis and stock turnover, with calculations.
Finance | base
Warehouse stocktake: blind counts and differences
Plan a warehouse stocktake: Swiss inventory evidence, blind counts, posting differences and lower-value valuation, with a worked example.
Finance | base
Year-end checklist: how SMEs prepare their accounts
Year-end checklist for SMEs: Swiss deadlines, reconciliations, accruals, depreciation, VAT and approval, with an example.
Finance | base
Asset depreciation: fixed asset accounting for SMEs
Asset depreciation for SMEs: Swiss valuation law, straight-line and reducing balance, FTA rates, asset registers and disposals.
Finance | base
Cost centre accounting: where does your SME earn money?
Cost centre accounting for SMEs: create cost centres, interpret results and bill projects by time or fixed price, with a worked example.
Finance | base
Working with fiduciaries: duties, access and privacy
Working with fiduciaries in SMEs: responsibilities, mandate law, task sharing, audit independence and data protection, with a checklist.
Finance | base
Cash flow planning for SMEs: a weekly forecast
Cash flow planning for SMEs: forecast weekly receipts and payments, compare budget with actual and identify shortages early, with calculations.
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